Innovative Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$99,141,744
Total clients
298
12% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
149
Average account size
$332,690
About
Innovative Wealth Management, LLC provides investment advisory and financial planning services primarily to individual clients, including high-net-worth individuals, as well as charitable organizations and small businesses. The firm offers discretionary portfolio management, standalone financial planning, and access to third‑party money managers, and it advises primarily on ETFs, mutual funds, and individual equities.
The firm typically tailors portfolios to client objectives and grants discretionary authority for day‑to‑day trading while retaining responsibility for setting objectives and selecting model portfolios or third‑party strategists. Innovative Wealth uses the AssetMark Advisory Platform and vetted model portfolios or sub‑advisors for implementation, relying on those third parties for discretionary management and research while maintaining ongoing monitoring and client reviews.
Compared with many peers, Innovative Wealth is affiliated with two accounting entities (Innovative Tax Services, LLC and Innovative Consultants, LLC), creating a routine referral channel for tax and accounting services alongside investment advice. Its advisory personnel are also licensed insurance agents and may earn commissions for selling insurance products, and the firm’s recent sub‑advisory relationship with AssetMark (including potential “growth support” arrangements) are disclosed potential conflicts of interest that clients should consider.
Client services
Fee options
0% to 2.5% annually, negotiable based on asset size, service complexity, and administration level
Commission-based compensation from insurance product sales by licensed insurance agents affiliated with the firm
$200.00 per hour, negotiable, for financial planning and consulting services
Fee-only: Hourly fee of $200.00 for financial planning services, negotiable based on scope and complexity
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Innovative Wealth Management, LLC
960 6 Th Street, Suite 1
Jesup IA 50648, United States
Number of offices
1
Forms ADV
Quick links
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